Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.11%
2 FBT 3.41%
3 BMED 3.28%
4 EASI 2.69%
5 FMTM 2.62%
6 JSMD 2.26%
7 GNRX 2.22%
8 SAEF 1.90%
9 RSPH 1.84%
10 EPAI 1.73%
11 EPSB 1.72%
12 AIEQ 1.71%
13 HTEC 1.59%
14 RYH 1.44%
15 BBH 1.39%
16 FTXH 1.31%
17 DWSH 1.29%
18 EPSV 1.22%
19 EQUL 1.21%
20 EPMV 1.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.89M (12.35%) 47.43K
Increased by +0.81%
Dec 31, 25
2 BlackRock Inc 3.86M (8.10%) 104.75K
Increased by +2.71%
Mar 31, 26
3 FMR Inc 3.46M (7.25%) 1.72M
Increased by +49.83%
Mar 31, 26
4 Vanguard Capital Management, LLC 3.20M (6.72%) 3.20M
Increased by +100.00%
Mar 31, 26
5 Amvescap Plc. 2.40M (5.03%) -298.90K
Decreased by -12.47%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.29M (4.82%) 2.29M
Increased by +100.00%
Mar 31, 26
7 Harris Associates L.P. 2.15M (4.52%) 475.69K
Increased by +22.09%
Mar 31, 26
8 State Street Corporation 2.09M (4.39%) 34.33K
Increased by +1.64%
Mar 31, 24
9 Allspring Global Investments Holdings, LLC 1.99M (4.18%) -2.28K
Decreased by -0.11%
Mar 31, 26
10 Kayne Anderson Rudnick Investment Management LLC 1.95M (4.09%) 144.73K
Increased by +7.42%
Mar 31, 25
11 State Street Corp 1.87M (3.93%) 1.93K
Increased by +0.10%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.65M (3.47%) 210.26K
Increased by +12.72%
Mar 31, 26
13 Wellington Management Company LLP 1.63M (3.42%) -119.81K
Decreased by -7.35%
Mar 31, 26
14 Ariel Investments, LLC 1.44M (3.03%) 16.41K
Increased by +1.14%
Mar 31, 26
15 Geode Capital Management, LLC 1.31M (2.74%) 29.19K
Increased by +2.24%
Mar 31, 26
16 Citadel Advisors Llc 1.21M (2.54%) 794.64K
Increased by +65.56%
Mar 31, 26
17 Impactive Capital LP 1.21M (2.54%) 9.20K
Increased by +0.76%
Mar 31, 25
18 Bank of America Corp 1.14M (2.38%) 54.50K
Increased by +4.80%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 1.13M (2.36%) 1.05M
Increased by +93.52%
Mar 31, 26
20 Ameriprise Financial Inc 1.11M (2.33%) -275.00K
Decreased by -24.79%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 1.80M (3.78%) -197.57K
Decreased by -10.97%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.64M (3.44%) 1.14K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.57M (3.30%) 3.97K
Increased by +0.25%
Apr 30, 26
4 Fidelity Contrafund 1.46M (3.07%) 90.02K
Increased by +6.15%
Apr 30, 26
5 Vanguard Institutional 500 Index Trust 1.45M (3.05%) 9.27K
Increased by +0.64%
May 31, 25
6 Allspring Mid Value SMA 1.45M (3.05%) -143.50K
Decreased by -9.87%
Mar 31, 26
7 Allspring Special Mid Cap Value Inst 1.45M (3.05%) 0.00
Increased by 0.00%
Apr 30, 26
8 Allspring Special US Mid Cap Value Eq 1.45M (3.05%) -143.50K
Decreased by -9.87%
Mar 31, 26
9 Oakmark Select Investor 1.40M (2.93%) 394.00K
Increased by +28.18%
Mar 31, 26
10 Vanguard 500 Index Investor 1.28M (2.68%) 22.68K
Increased by +1.78%
Apr 30, 26
11 Vanguard Small Cap Index 1.13M (2.38%) -2.77K
Decreased by -0.24%
Apr 30, 26
12 Invesco S&P 500® Equal Weight ETF 994.33K (2.09%) 1.89K
Increased by +0.19%
May 29, 26
13 Vanguard Small Cap Value Index Inv 728.85K (1.53%) 5.58K
Increased by +0.77%
Apr 30, 26
14 Invesco S&P 500 ETF 676.82K (1.42%) 676.82K
Increased by +100.00%
Jul 31, 25
15 Vanguard Windsor Investor Shares 668.85K (1.40%) -254.84K
Decreased by -38.10%
Mar 31, 26
16 iShares Core S&P 500 ETF 648.25K (1.36%) 2.00K
Increased by +0.31%
May 29, 26
17 SPDR® S&P 500 ETF 636.44K (1.34%) -9.30K
Decreased by -1.46%
Mar 31, 25
18 Fidelity 500 Index 630.68K (1.32%) 2.16K
Increased by +0.34%
Apr 30, 26
19 Invesco Small Cap Value A 627.46K (1.32%) 32.52K
Increased by +5.18%
Apr 30, 26
20 SPDR® S&P 500® ETF Trust 619.61K (1.30%) -3.24K
Decreased by -0.52%
Mar 31, 25